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Waterloo Capital’s American Electric Power AEP Stock Holding History

Waterloo Capital’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$494K Buy
3,610
+148
+4% +$19.5K 0.03% 350
2026
Q1 		$454K Sell
3,462
-182
-5% -$22.8K 0.03% 326
2025
Q4 		$420K Sell
3,644
-57
-2% -$6.73K 0.03% 319
2025
Q3 		$416K Buy
3,701
+356
+11% +$39K 0.03% 314
2025
Q2 		$347K Buy
3,345
+561
+20% +$58.4K 0.03% 330
2025
Q1 		$304K Buy
+2,784
New +$282K 0.03% 316

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waterloo Capital's AEP Position: Q2 2026 in Review

Waterloo Capital increased its American Electric Power (AEP) stake by 4.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 3,610 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #350.

Waterloo Capital first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Waterloo Capital held 3,610 shares of American Electric Power worth $494K as of Q2 2026.
  • Waterloo Capital bought 148 American Electric Power shares in Q2 2026, an estimated $19.5K.
  • American Electric Power made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #350 holding.
  • Waterloo Capital first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.